Graypoint LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
4,642
+375
| +9% | +$25.5K | 0.02% | 422 |
|
|
2025
Q1 | $302K | Buy |
4,267
+248
| +6% | +$17.6K | 0.02% | 406 |
|
|
2024
Q4 | $271K | Buy |
4,019
+905
| +29% | +$61.1K | 0.02% | 425 |
|
|
2024
Q3 | $203K | Buy |
+3,114
| New | +$203K | 0.01% | 483 |
|
|
2024
Q1 | – | Sell |
-4,106
| Closed | -$254K | – | 476 |
|
|
2023
Q4 | $254K | Buy |
4,106
+375
| +10% | +$23.2K | 0.02% | 380 |
|
|
2023
Q3 | $213K | Buy |
+3,731
| New | +$213K | 0.02% | 388 |
|